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Unbeknownst to many, semiconductors underly many facets of modern life, from mobile phones to automobiles. The Ninety One Quality team analyse the industry and discuss long-term winners in the space.

Forecasting is for weather people. New trends, new thinking required.

Opportunities exist though caution is advised

With growth overtaking rates as the dominant macro force driving market returns, how should multi-asset investors respond?

US high yield market is healthiest in years

We believe fixed income markets offer higher yields and better valuations than in years, and we’ve positioned the Income portfolio to further benefit amid potential for volatility and a weakening economy.

OECD calculations demonstrate that nearly 7 trillion of annual investment in infrastructure will be required in the coming decade to support economic growth while meeting the SDGs. Principal Asset Management explore the impact potential of listed infrastructure

Kunjal Gala, Head of Global Emerging Markets, Federated Hermes Limited, outlines the prospects for emerging markets in 2023 and beyond